Excel Tips

Excel Tips: How to Consolidate and Convert Dates to a Standard List or Pivot Table

Many times, we deal with datasets that are more granular than what we desire. Take “sales by day” as an example. Most companies prefer to look at the sales data by month or quarter. Follow these quick steps to make the conversion:

  1. In order to summarize the sales information by year and quarter, first highlight the data and create a pivot table. Then select the Date field.
  1. Next, go to Pivot Table Option> Group> Group By Field.
  1. Group the dates as Months, Quarters and Years.
  1. When the grouping is done, the line items, in this case, “sales per day,” will be grouped under months, quarters and years.
  1. Next, remove the dates to leave the quarters and the year on the pivot table.
  1. Now you can rearrange the fields and bring in the Customer & Sales data — and see your data in years and quarters.

I hope you find this tip useful! Interested in more Excel solutions? Read about a powerful and flexible BI toolset — that you may own and not realize — in the blog, The Best New Business Toolset is Built into Microsoft Excel.

Keep in mind, if you would like to use more advanced capabilities in Excel to make an immediate impact on your organization, 8020 Consulting is here to help. Just click on the button below to connect with us. 

Contact Us

Categorized in:

similar articles

Learn to think and approach problems like our financial consultants.

Financial Systems

Key Questions When Implementing a Global Consolidation and Reporting System

This blog is based upon my previous experience managing the global roll out of SAP Business Process and Consolidation (SAP BPC) for a multinational company. The company I worked for was a $7B IT Distributor that was organized along four geographical regions: North America, LATAM, EMEA, and Asia Pacific. In our case, the company was… View Article

December 5, 2019David Krassin

Business Advisory

How to Create an Internal Business Plan for a New Company Initiative

Business plans for start-up companies have become mainstays in the business world. But more and more company initiatives and projects have begun to require business plans as a way of validating prudent investments and company spend as maturing businesses look for innovation within to drive future revenue growth. A time may come in a business… View Article

December 3, 2019Lester Robert

Financial Planning & Analysis

Tips from the Trenches: Salesforce Sales Forecasting

At the end of 2012, I joined a Finance team supporting the International TV Distribution sales group of a major entertainment company. As the year was coming to an end, Sales strongly voiced its frustration regarding the extremely manual and archaic sales tool that was available for sales forecasting. Their homegrown tool was created many… View Article

November 19, 2019Lizzette Acuña

See All